The Salvation Army

Gift Planning Representative

Job Locations US-NY-Syracuse
Job ID
2021-8362
Category
Fundraising
Type
Regular Full-Time

Overview

Seeking: compassionate individuals looking to help make a difference!

If you are passionate about making a difference in someone’s life and want to work for an organization that appreciates and recognizes their employee’s success, we encourage you to apply today!

 

Our Full-time opportunities offer:

  • Generous time off every year that includes paid holidays, up to 3 personal days, vacation time, and sick time
  • Employer funded Pension Plan (company contributions begin after 1 year of employment)
  • Comprehensive Health Care Coverage with low cost employee premiums, co-pays, and deductibles
  • Eligibility for supplemental insurance plans, including Short Term Disability, AFLAC, and Voluntary Term Life
  • Flexible Spending Accounts
  • Remitted Tuition program
  • Eligibility for the Federal Government's Public Student Loan Forgiveness Program

Some of these benefits are also available to Part-time employees as well!

 

SCOPE AND PURPOSE OF POSITION:

The Gift Planning Representative (GPR) is a professional fundraising position and has primary responsibility to the Divisional Director of Gift planning for the advancement of the Divisional Gift Planning program within the guidelines and regulations established by The Salvation Army.

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. KEY AREAS OF RESPONSIBILITY
  • Manage the Army’s relationship with an assigned caseload of prospects and donors for the cultivation, promotion, and closure of planned gifts within and for the benefit of the Division or corps/service units within the Division. Develop and implement a communications and stewardship plan for each assigned constituent, and solicit gifts with a view toward facilitating major and ultimate gift commitments. Work to successfully fulfill financial and activity goals agreed upon for each fiscal year.
  • Work in close partnership with DRDs, DODs, and Service Unit staff in sharing prospects and co-managing the cultivation and closure of planned gifts, as well as renewal of individual annual gifts as it relates to the GPR’s caseload.
  • Provide proper estate and gift planning education, counsel, wording and strategy development to donors, prospects, volunteers and volunteer groups (including advisory boards / committees), financial advisors, Salvation Army officers, and employees who require such knowledge for fulfillment of their respective responsibilities or who can partner with gift planning staff for the cultivation and achievement of gift planning commitments and goals.
  • Advise all donors prior to the completion of each gift, regardless of the type, of The Salvation Army’s allocation procedures governing the distribution of unrestricted gifts and of all designation options through which they may specify their gifts for local or restricted applications.
  • Support the development and implementation of the gift planning strategic plan and marketing efforts.
  • Maintain organized, meticulous, and up to date professional records in the divisional donor database (Salesforce) related to donors and prospects, recording contacts made, information gathered, giving interests, gift discussions, relationships discovered, wealth / assets data, gift records, contact information, etc., with the support of the Gift Planning Administrative Assistant.
  • Work in a professional, cooperative, and productive manner as part of a team with other development staff, Divisional Headquarters personnel and Territorial Headquarters staff.
  • Provide monthly written reports to the Divisional Director of Gift Planning, who will submit same reports to the Division’s Director of Advancement and to the Territorial Office of Gift Planning, summarizing activities and results of the preceding month, as well as plans for continuing efforts during the present month and quarter. All such reports shall be goal oriented in terms of plans, progress, and production.
  • In consultation with the Divisional Director of Gift Planning, agree on program, activity and gift production goals for his/her own work and organize priorities and activities toward the achievement of gift production objectives.
  • It is expected that the Gift Planning Representative will spend at least half of his or her time visiting donors and prospects in their homes, offices or other private places to discuss their gift planning desires (with accordance to COVID safety standards).
  • Accept responsibility for other special assignments as requested by the Divisional Director of Gift Planning or the Division’s Director of Advancement.
  • Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice due to business needs.
  1. RELATIONSHIP WITH TERRITORIAL HEADQUARTERS
  • Although the GPR is a Divisional employee, he/she will have a direct relationship with the Territorial Office of Gift Planning, whose personnel will provide certain assistance, oversight, training and education programs.
    • The GPR shall receive orientation and training at the time of employment by representatives of Territorial Headquarters.
    • The GPR shall attend such annual programs and strategy conferences for Divisional Gift Planning professionals as scheduled by the Territorial Community Relations and Development Secretary.
    • The GPR, subject to the approval of the Divisional Director of Gift Planning, and the Division’s Director of Advancement, shall attend such other education and training programs as may be deemed appropriate and as provided for in the operating budget.
    • The GPR shall establish and maintain membership in professional organizations as recommended by the Divisional Director of Gift Planning and/or Territorial Director of Gift Planning subject to existing policy and budget provision.

 

III. ORGANIZATIONAL RESPONSIBILITIES

  • The GPR shall work within the established structure and organization of The Salvation Army’s Eastern Territory and Empire State Division. To achieve this, he/she will:
    • Adhere to all policies as defined in the Division’s Employment Manual for Professional Employees and in his/her Employment Agreement.
    • Be knowledgeable and guided by the financial policies set forth in The Salvation Army Territorial General and Special Fiscal Policies governing Gifts by Will, Trust, or Similar Instrument.
    • Refrain from any activity which might lead to a conflict of interest, such as dealing in securities, real estate, life insurance, etc. Where such experience and expertise may be carried forward from previous employment, he/she will in no situation involve himself/herself in such transactions while representing The Salvation Army or use any Salvation Army contacts to make sales for personal profit.
    • Maintain a high level of professional competence, integrity, credibility, and enthusiasm.
    • Maintain records of contacts and telephone logs with donors and prospects as part of the tracking and donor cultivation process.
    • Participate in department and intra-departmental meetings as required or requested.
    • Refrain from signing any document on behalf of The Salvation Army and from investing or subordinating funds belonging to any donor, any prospect, or The Salvation Army.
    • Refrain from pursuit or acceptance of any direct personal gain as result of donor or prospect contacts. Accept no gratuities or gifts and allow no bequests or remainder interests to be designated to any individual representing The Salvation Army.
    • Understand that compensation for this position shall be on a stated salary only. No remuneration shall be based on a percentage of funds raised or on any other arrangement which might be construed to be a form of commission. Flexible hours may be necessary as dictated by the needs of the department and convenience of the donor or prospective donor.
    • Present oneself always in a manner that reflects credit on The Salvation Army and encourage others to do the same.

 

  1. GENERAL STATEMENTS
  • In all matters involving donors or prospective donors, the interests of those parties shall take precedence over those of The Salvation Army. No program, agreement, trust, contact or commitment shall be urged upon a donor which would benefit The Salvation Army at the expense of the donor.
  • It shall be the policy of The Salvation Army to exercise extreme caution against the use of what may be construed as high pressure sales techniques or coercion when dealing with donors or prospects.
  • All information concerning donors or prospects shall be maintained in strict confidence and become the property of The Salvation Army.
  • Significant experience in gift planning, major giving, or related financial planning work.
  • Demonstrated record of cultivating and closing individual gifts.
  • Related computer skills in working with general office, fundraising, gift planning and development software applications.
  • Superior customer service skills that include the ability to work well and effectively with elderly individuals, and a professional and confident demeanor when working with people on a personal basis.
  • Strong oral, written, and interpersonal communication and presentation skills.
  • The ability to proactively follow through on assigned tasks and plans in a timely manner and to take initiative.
  • Strong affinity for the ministry of The Salvation Army. Must have an understanding of and appreciation for the Mission of The Salvation Army

Qualifications

SPECIAL SKILLS, CERTIFICATES, LICENSES, REGISTRATIONS.
• Have or earn within three years from date of hire a level of certification applicable to gift planning, such as: CFP®, ChFC®, JD, CAP®, CFA, CGPA, CGPP or other designation approved by the Territorial Director of Gift Planning.
• Since the GPR will be driving in the performance of his or her duties, at the time of hire the Representative must have and maintain a valid automobile operator’s license and a driving record acceptable to The Salvation Army.

 

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.


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